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Daniel Woods

Daniel Woods

Staff Accountant

Followers of Daniel Woods1000 followers
location of Daniel WoodsEscondido, California, United States

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  • Timeline

  • About me

    I provide highly customizable bookkeeping, controller, and CFO services to small businesses and their owners.

  • Education

    • The University of Chicago Booth School of Business

      -
      Certified Private Wealth Advisor® (CPWA®) Program

    • Cal State Fullerton, College of Business and Economics

      -
      B.A. in Business Administration Accounting & Professional Business Concentrations

  • Experience

    • Wave Wealth Management, LLC

      Aug 2004 - Apr 2008
      Staff Accountant

      Transactional and controllership accounting functions for private equity ventures.

    • DOAAR

      Jan 2006 - now
      Founding Partner

      Client accounting services for domestic and foreign businesses operating in and around the United States.

    • Greenberg | Graham Advisors LLC

      Oct 2012 - Nov 2015
      Family Office Advisor

      Accounting and financial services for UHNW individuals and their families.

    • Axxcess Wealth Management

      Dec 2015 - now
      Strategic Partner

      Financial management, planning, and advisory services for businesses and their owners.

  • Licenses & Certifications

    • Certified Private Wealth Advisor® (CPWA®) Inactive

      Investments & Wealth Institute

    • Uniform Investment Adviser Law Examination (Series 65) Inactive

      FINRA

    • Certified Public Accountant (CPA) Candidate

      AICPA